Action Configuration: To Configure Sequential Action Execution

The following activity will walk you through the process of configuring a sequence of actions for the Cases (CR306000) form.

Story

Suppose that you are a technical specialist working on simple customizations in your company. Further suppose that you have been asked to make the following modifications to the case processing workflow:

  • After a user takes a case, the status of this case should change from New to Open. As a reason for the change, the system should specify the In Process value.
  • If a user closes a billable case, the system should release this case. That is, the status of this case should change from Closed to Released. After that, the system should display the invoice for the case—that is, invoke the View Invoice command.

Process Overview

By using the Conditions page, you will create a condition that checks if a case is billable. By using the Actions page, you will add subscribers for the takeCase action and the Close action. You will then publish the customization project and test the changes.

System Preparation

Before you begin performing the steps of this activity, do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded, and sign in as system administrator by using the gibbs username and the 123 password.
    Tip:
    The gibbs user is assigned the Administrator role, which has sufficient access rights to customize workflows.
  2. Make sure you have learned how to perform workflow customization, as described in Inherited Workflows: General Information.
  3. Unpublish your current customization project or projects by doing the following:
    1. Open the Customization Projects (SM204505) form.
    2. On the form toolbar, click Unpublish All.
  4. On the Customization Projects (SM204505) form, create a customization project named ActionSequences.

Step 1: Adding a Form to the List of Customized Screens

Add the Cases (CR306000) form to the list of customized screens as follows:

  1. In MYOB Acumatica, open the Customization Projects (SM204505) form.
  2. In the table with the customization projects, click the ActionSequences link.

    The Customization Project Editor opens with the ActionSequences customization project selected. You will use this project.

  3. In the navigation pane of the Customization Project Editor, click Screens.
  4. On the page toolbar of the Customized Screens page, which opens, click Customize Existing Screen.
  5. In the Customize Existing Screen dialog box, which opens, select Cases (CR306000).
  6. Click OK to close the dialog box.

    The Screen Editor: (CR306000) Cases page of the Customization Project Editor opens.

Step 2: Creating a Condition

To create a condition that checks if a case is billable, do the following:

  1. In the navigation pane of the Customization Project Editor, click Screens > CR306000 > Conditions.

    The Conditions: CR306000 (Cases) page opens.

  2. On the page toolbar, click Add New Record.
  3. In the Conditions Properties dialog box, which opens, type IsBillable as the condition name.
  4. Click Add Row on the table toolbar, and specify the following settings in the added row:
    • Field Name: Billable
    • Condition: Equals
    • From Schema: Selected
    • Value: Selected
  5. Make sure that the Active check box is selected for the added row.
  6. Click OK to save your changes and close the dialog box.

    The added condition appears in the list of conditions on the Conditions: CR306020 (Task) page. You will use this condition to check if a case is billable.

Step 3: Adding a Subscriber for the takeCase Action

To add the Open action as a subscriber to the takeCase action, do the following:

  1. In the navigation pane of the Customization Project Editor, click Screens > CR306000 > Actions.

    The CR306000 (Cases) Actions page opens.

  2. In the table, click the takeCase link in the Action Name column.

    The Action Properties dialog box opens.

  3. On the Actions Executed on Success tab, click Add Row on the table toolbar and specify the following settings in the added row:
    1. Active: Selected
    2. Action Name: Open (Open)
    3. Execution Condition: True (specified automatically)
    4. Dialog Box: FormOpen (specified automatically)
    5. Stop on Error: Cleared
  4. In the table, click the FormOpen link in the Dialog Box column.

    The Dialog Box Values dialog box opens.

  5. In the dialog box, click Add Row on the table toolbar, and specify the following settings in the added row:
    • Active: Selected
    • Field: [FormOpen.Reason]
    • From Schema: Selected
    • New Value: In Process

      This setting will make the system display the In Process value in the Reason box of the Cases (CR306000) form instead of the default Assigned value.

  6. Click Close to close the dialog box.
  7. In the Action Properties dialog box, to which you return, click OK to close it and save your changes.

Step 4: Adding Subscribers for the Close Action

To add the Release and View Invoice actions as subscribers to the Close action, do the following:

  1. In the navigation pane of the Customization Project Editor, click Screens > CR306000 > Actions.

    The CR306000 (Cases) Actions page opens.

  2. In the table, click the Close link in the Action Name column.

    The Action Properties dialog box opens.

  3. On the Actions Executed on Success tab, click Add Row on the table toolbar, and specify the following settings in the added row:
    • Active: Selected
    • Action Name: Release (release)
    • Execution Condition: IsBillable
    • Stop on Error: Selected

      This setting will prevent the system from generating an invoice (that is, performing the View Invoice action) if the Release action fails.

  4. Click Add Row again, and specify the following settings in the added row:
    • Active: Selected
    • Action Name: View Invoice (viewInvoice)
    • Execution Condition: IsBillable
    • Stop on Error: Cleared
  5. Click OK to close the dialog box and save your changes.

Step 5: Publishing the Customization Project

To publish the ActionSequences customization project, do the following:

  1. On the Customization Projects (SM204505) form, click the TaskWorkflow project name to open the customization project.
  2. On the menu of the Customization Project Editor, click Publish > Publish Current Project.

    The system starts publishing the customization project and displays the progress in the Compilation pane, which appears at the bottom of the Customization Project Editor window.

  3. After the system finishes updating the required data, click Close Compilation Pane in the Compilation pane.

Step 6: Testing the takeCase Action

In MYOB Acumatica, test the modified takeCase action as follows:

  1. On the Cases (CR306000) form, create a case with the following settings:
    • Case Class: JREPAIR
    • Business Account: CANDYY
    • Contact: Kathy T. Hurwitz (specified automatically)
    • Subject: Juicer repairs
    • Model of a Juicer: JUICER10
  2. On the form toolbar, click Save.

    In the Billing section of the CRM Info tab, notice that the Billable check box is selected.

  3. On the form toolbar, click Take Case.

    The status of the case changes to Open. Notice that the system displays the Processing Results dialog box, indicating that it has executed first the takeCase action and then the Open action.

  4. Click OK to close the dialog box.
  5. In the Summary area, notice that the value in the Reason box is In Process.

    The system did not display the Details dialog box when the status of the case changed from New to Open. Instead, the system used the value (In Process) that you have specified in the Dialog Box Values dialog box for the Open action.

Step 7: Testing the Close Action

While you are still viewing the created case on the Cases (CR306000) form, test the modified takeCase action as follows:

  1. On the table toolbar of the Activities tab, click Create Activity > Create Work Item.

    The Activity (CR306010) form opens in a pop-up window.

  2. In the Summary box, type Request for juicer repairs.
  3. In the Date box, specify the current date.
  4. In the text area, type The juicer has been repaired.
  5. Make sure that the Billable check box is selected, and that in the Earning Type box, RG—Regular Hours is selected.
  6. In the Time Spent box, select 02:00.
  7. In the Project box, select X—Non-Project Code.
  8. On the form toolbar, click Complete.

    On the Cases form, to which you return, notice that a row with the Work Item type has been added to the table on the Activities tab.

  9. On the form toolbar, click Close.
  10. In the Close dialog box, which opens, select Resolved in the Reason box, and click OK.

    Because the case is billable, its status changes from Closed to Released, and the Invoices and Memos (AR301000) form opens with the invoice for the case.

    On the Cases form, the system displays the Processing Results dialog box, indicating that it has executed the Close action, the Release action and then the View Invoice action.